Vendor Application — Jo Li | Compass
Applications are reviewed manually. We add only vendors who meet our quality standards and serve the luxury Bay Area market. Expect a response within 5–7 business days.
SECTION 1 OF 4 — Business BasicsNo section header needed in Google Forms — just start questions.
SHORT ANSWER
Business Name *
SHORT ANSWER
Your Name *
SHORT ANSWER
Phone Number *
SHORT ANSWER
Email Address *
SHORT ANSWER
Website URL
SHORT ANSWER
Instagram Handle
SECTION 2 OF 4 — Specialty & CredentialsAdd a "Section header" block in Google Forms titled "Your Specialty"
Your Specialty
DROPDOWN
Service Category *
Staging
Photography / Videography
Landscaping / Garden Design
Cleaning
Painting (Interior / Exterior)
Flooring
General Contractor / Handyman
Home Inspection
Pest / Termite Inspection
Electrician
Plumber
HVAC
Moving / Storage
Interior Design
Pool / Spa
Roofer
Other
MULTIPLE CHOICE GRID — or CHECKBOXES
Years in Business *
Less than 2 years
2–5 years
5–10 years
10+ years
SHORT ANSWER
License or Certification Number
Required for contractors, inspectors, and licensed trades. Enter "N/A" if not applicable to your field.
CHECKBOXES
Primary Service Area *
Check all that apply
Palo Alto
Los Altos / Los Altos Hills
Menlo Park
Atherton
Cupertino
Sunnyvale / Mountain View
San Jose
Full Bay Area
SECTION 3 OF 4 — Quality & ReputationAdd a section header: "Your Reputation"
Your Reputation
SHORT ANSWER
Google Business Profile Link *
Paste your full Google Maps / Google Business URL. We review ratings and reviews as part of our vetting process.
SHORT ANSWER
Portfolio or Project Gallery Link
MULTIPLE CHOICE
How many luxury properties ($2M+) have you serviced in the past 2 years? *
None
1–5
6–15
16–30
30+
SECTION 4 OF 4 — References & FitAdd a section header: "References & Final Details"
References & Final Details
SHORT ANSWER
Agent or Client Reference #1 *
Name + phone or email. We may reach out to verify.
SHORT ANSWER
Agent or Client Reference #2
SHORT ANSWER
Referred by (if applicable)
Name of the agent or existing vendor who referred you
PARAGRAPH
What sets you apart in the luxury market? *
Be specific. This is the most important field in the application.
SHORT ANSWER
One-line description of your business
Max 120 characters. This appears on the list if you're approved.
Never submit passwords or sensitive personal info.
Google Forms settings to turn on: Settings → Responses → "Collect email addresses" (automatic) · "Send responders a copy of their responses" OFF · Confirmation message: "Thank you for applying. We review applications manually and will follow up within 5–7 business days."

Responses tab: Link to a Google Sheet → this becomes your applicant database. Add a column called "STATUS" with values: Pending / Approved / Rejected. Add an "ADDED TO LIST" date column. That's your full workflow in one sheet.
Get the Vendor List — Separate Form
Create a second, simpler Google Form for people who just want to receive the list
SHORT ANSWER
Your Name *
SHORT ANSWER
Your Email Address *
MULTIPLE CHOICE
Are you…?
A homeowner thinking about selling
A homeowner thinking about buying
A current or past client of Jo's
Just exploring
Confirmation message: "You're all set — check your inbox in the next few minutes for the vendor list. Questions? Reply to joq.li@compass.com."

Automation: Use Google Forms + Gmail with a "canned response" / template, or connect to Zapier/Make to auto-send the email on submission. The "Are you…?" question tells you exactly who's in your pipeline — segment those homeowners.
How to automate this: Two options — (1) Free: Google Forms → Google Sheets → Zapier free tier → Gmail template auto-sends on new row. Takes about 20 min to set up. (2) Simpler: Set the Google Form confirmation page to include the list link directly (no email needed, but you lose the contact capture). Option 1 is better — you want their email.

The booking link: Drop your Calendly, Cal.com, or Compass scheduling link into the "Book a Call" button. This turns every vendor list request into a potential showing or listing consult.